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BlackRock brings active ETF strategies to Europe: WINC and INCU

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BlackRock has announced the launch of two European-listed active ETFs, writing that  the launch brings investors a powerful combination of BlackRock’s active management capabilities and experience, with the breadth and scale of the iShares platform.

The firm writes that many investors are looking for high levels of current income as well as capital appreciation and want to access these themes through the wrapper of their choice. “WINC and INCU are innovative additions to the iShares ETF offering that seek to generate high income through actively managing a diversified basket of primarily dividend paying stocks and by selling index call options.

“Both funds are designed to provide investors with a differentiated strategy that seeks to generate the outcome of income and capital growth with lower volatility than their reference benchmarks.

“Combining BlackRock’s dividend rotation strategy with the firm’s proprietary investment insights that integrate human investment insight, big data, and machine learning, the funds seek to forecast which companies are likely to outperform or underperform the market. These actively managed portfolios control for style and sector biases, meaning these funds can offer diversified sources of income and growth.”

WINC and INCU are managed by the BlackRock Systematic team in combination with the iShares ETF platform teams, providing capital markets expertise to support the delivery of the investment strategies in a tradeable ETF format, the firm says.

With over 35 years of experience, BlackRock Systematic employs an investment approach that emphasises data-driven insights and scientific testing of investment ideas, the firm writes, adding that the team’s disciplined portfolio construction techniques focus on delivering differentiated investment outcomes.

Raffaele Savi, Senior Managing Director, Robert Fisher, CFA, Managing Director and Anna Hawley, Managing Director, are the named portfolio managers on the World Equity High Income Fund. Raffaele Savi, Senior Managing Director, Robert Fisher, CFA, Managing Director and Travis Cooke, CFA, Managing Director are the named portfolio managers for the U.S. Equity High Income Fund.

“Our clients’ business models in Europe are rapidly changing – a shift to centralised investment propositions, a focus on whole portfolio outcomes, a rise in digital wealth platforms, a new market regime – all mean our clients require a broader set of investment strategies across index and active, including the wrappers they’re delivered in,” says Jane Sloan, EMEA Head of Global Product Solutions at BlackRock.

“That is why we are excited to bring active ETF strategies to Europe, creating an important new avenue of choice and further access to investing.”

The iShares World Equity High Income UCITS ETF (WINC) and the iShares U.S. Equity High Income UCITS ETF (INCU) are listed on Euronext Amsterdam and Xetra. The TER for each fund is 0.35 per cent.

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